How do I reference financial data… in the APA7 style?

We all know how to cite and reference from books, journals, the internet and even blog posts, but what about financials? Just like information from other sources, data retrieved from a specialist finance resource should be acknowledged in the same way.

The format for referencing financials in APA7 style – whether a set of financial data, accounting or financial dataset – is essentially the same.

Here’s what you need to include in your reference:

• Author or authorising organisation.
• (Date of publication include day and month if available).
• Title or section of report OR Title of data extract in italics. Follow this with a description of the work in square brackets, e.g. [Financial Data].
• Platform or website where the materials are located.
• URL –  include a URL if the materials are available online (only include if the material has come from a platform that will be available to the reader of your work)  – or Retrieved Month, Date, from database/source name.

And how your references should look:

Bloomberg L.P. (2017). Tesco PLC daily share price (2011-2016) [Financial Data]. Retrieved March 2, 2017, from Bloomberg terminal.

S&P Capital IQ (2022). Meta Platforms, Inc. annual income statement 2017 to 2022 [Financial Data]. Retrieved August 11, 2022, from S&P Capital IQ platform.

What about your in-text citations?

Where you make reference to these in your text, follow the normal ‘name and date’ conventions and simply follow any mention with (Bloomberg, 2017) or (S&P Capital IQ, 2022) or a variation thereon.

Any questions?

As always, if you have any questions about referencing, please contact MIRC or the Kings Norton Library.

Feature image from Pixabay. Available at: https://pixabay.com/photos/business-stock-finance-market-1730089/